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iShares Dow Jones Select Dividend shares owned by West Financial Advisors

Quarter-by-quarter ownership of iShares Dow Jones Select Dividend (DVY) shares owned by West Financial Advisors from 13F filings

Historical chart of West Financial Advisors investment in iShares Dow Jones Select Dividend

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Select Dividend held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Select Dividend by West Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $34k 273 123.18
2023-12-31 $32k 273 117.22
2023-09-30 $29k 273 107.64
2023-06-30 $31k 273 113.30
2023-03-31 $32k 273 117.18
2022-12-31 $33k 273 120.60
2022-09-30 $29k 273 106.23
2022-06-30 $32k 273 117.22
2022-03-31 $35k 273 128.21
2021-12-31 $33k 273 120.88

More positions owned by West Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Tips Bd Etf (TIP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for West Financial Advisors

Top funds holding iShares Dow Jones Select Dividend

Bank of America Corporation
Pnc Financial Services
Wells Fargo & Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Branch Banking & Trust Company
Us Bancorp
UBS Group
Bank Of Montreal
Raymond James Financial Services Advisors
Northside Capital Management
Goldman Sachs Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding iShares Dow Jones Select Dividend